Best Investors Account Sign in
Inactive

Megan Elizabeth Flynn

Retirement Income Solutions, Inc.

Ann Arbor, MI

CRD 5985531

Claim This Profile
Employer firm

Retirement Income Solutions, Inc. CRD 110145

$2.97B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Retirement Income Solutions, Inc.

2301 Platt Road Suite 300, Ann Arbor, MI 48104 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-25
MI RA APPROVED 2019-07-24
  • TX RA
    APPROVED
    Since 2025-03-25
  • MI RA
    APPROVED
    Since 2019-07-24

Branch Locations

2301 Platt Road, Suite 300, Ann Arbor, MI 48104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Republic Securities Company New York NY 07/2011 06/2019
Retirement Income Solutions, Inc. Ann Arbor MI 07/2019 Present
Previous Registrations
  • 2012-02-07 → 2019-06-10
    J.P. Morgan Private Wealth Advisors Llc
    San Francisco, CA
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-02-06
  • S66 Uniform Combined State Law Examination
    2012-02-06
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

SPC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nearby Investors

WILLIAM ROBERT ELGER
JOHN ALEXANDER MCCLELLAN
JEFFREY STEPHEN SELF

Nearby Offices

SPC · ANN ARBOR, MI
SPC · Ann Arbor, MI
LPL FINANCIAL LLC · ANN ARBOR, MI

More in Ann Arbor, MI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor